+48.9%
AMJB vs VT
+59.7%
-10.8%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +1.7% | -5.3% | -4.3% |
| 7D | -3.5% | -0.3% | -3.2% | -3.4% |
| 30D | -3.9% | -1.4% | -2.5% | -3.4% |
| 3M | -7.5% | -1.4% | -6.1% | -7.0% |
| 6M | -3.3% | +5.5% | -8.8% | -6.4% |
| YTD | +17.8% | +12.8% | +5.0% | +9.2% |
| 1Y | +22.6% | +15.4% | +7.2% | +11.8% |
| All | +48.9% | +59.7% | -10.8% | +9.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling